Understanding PI Risk: Governance, advice and client outcomes

In this webinar, Foresight and Onyx explore the current Professional Indemnity (PI) landscape and the growing importance of governance, due diligence and Consumer Duty in insurer assessments. The session covers what drives underwriting scrutiny, as well as best practice for approaching specialist and tax-efficient investments, including Business Relief (BR).

Learning outcomes:

• Explain the relationship between Business Relief (BR) solutions and Professional Indemnity (PI) insurance considerations
• Describe how Consumer Duty, investment governance and Professional Indemnity risk interact within the advice process
• Identify the key due diligence, suitability and risk-mitigation evidence required when advising on Business Relief investments
• Assess the governance and documentation practices that can help strengthen adviser client outcomes and PI risk profiles